AI finance operating system
An AI finance operating system cut month-end close from 33 days to one.
A $50M quick-serve franchise holding company with 220 employees and more than 40 stores ran on disconnected tools, paper receipts, and manual reporting. Its month-end close took 33 days.
The bottleneck
Store receipts arrived as photos. Cash reconciliation and finance reporting required manual transcription, and leadership waited a month to see the financial picture. Departmental work and store-level data had no shared home.
What we built
A permissioned operating system connected finance, operations, HR, meetings, and management reporting across two entities. AI/OCR extracted fields from store receipts into daily reconciliation sheets, with deposit workflows and a bookkeeping integration behind them.
- AI receipt extraction replaced manual transcription and captured cash, deposit, and reconciliation fields.
- Store-level cash and task-completion data rolled up to headquarters.
- Department workflows, team training, and executive dashboards put the system into daily use.
What changed
The financial automation suite cut month-end close from 33 days to one. Receipt handling and cash reconciliation alone removed more than 60 hours of manual work each week and saved $75K per year.
The full engagement saved $170K per year across the finance suite, operations rebuild, meeting system, and dashboards. Leadership gained a shared operating view across the stores, and the client's team received the documentation and handoff to keep it running.
Let's talk about the work
What would this kind of impact mean for your business?
Bring us the workflow, backlog, or system that needs to improve.